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Disclosery

BROWNING WEST LP: SGI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BROWNING WEST LP on SGI, newest first. How the timeline and the estimate are built.

BROWNING WEST LP held 6,369,915 SGI shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,369,915 shares
    Change vs previous 13F +473,209 shares

    29.55% of the 13F portfolio, value $499,401,336.

    13F-HR 0001825564-26-000005 filed by BROWNING WEST LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 5,896,706 shares
    Change vs previous 13F +149,420 shares

    26.95% of the 13F portfolio, value $435,884,508.

    13F-HR 0001825564-26-000004 filed by BROWNING WEST LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 5,747,286 shares
    Change vs previous 13F -3,350,220 shares

    32.51% of the 13F portfolio, value $513,117,694.

    13F-HR 0001825564-26-000002 filed by BROWNING WEST LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 9,097,506 shares
    Change vs previous 13F -1,179,957 shares

    49.63% of the 13F portfolio, value $767,192,681.

    13F-HR 0001825564-25-000011 filed by BROWNING WEST LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 10,277,463 shares
    Change vs previous 13F 0 shares

    48.51% of the 13F portfolio, value $699,381,357.

    13F-HR 0001909089-25-000008 filed by BROWNING WEST LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 10,277,463 shares
    Change vs previous 13F 0 shares

    51.52% of the 13F portfolio, value $615,414,484.

    13F-HR 0001825564-25-000005 filed by BROWNING WEST LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 10,277,463 shares
    Change vs previous 13F -563,140 shares

    58.36% of the 13F portfolio, value $582,629,377.

    13F-HR 0001825564-25-000004 filed by BROWNING WEST LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 10,840,603 shares
    Change vs previous 13F not available

    56.59% of the 13F portfolio, value $591,896,924.

    13F-HR 0001825564-24-000009 filed by BROWNING WEST LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).